Copper Miners Update Post US Tariff Announcement
Both Jiangxi Copper (358.HK) and MMG (1208.HK) continue to perform very well. A big laggard here is Sumitomo Metal Mining (5713.JP). Name ...
608 Views
Jiaxin International Resources Investment IPO Trading - Decent Demand, Despite Lack of Track Record
Jiaxin International Resources Investment Limited(JIRI) raised around US$153m in its Hong Kong IPO. In this note, we talk about the deal dynamics.
330 Views
Jiaxin International Resources Investment IPO - No Track Record, Government Supported
Jiaxin International Resources Investment Limited (JIRI) is looking to raise around US$153m in its upcoming Hong Kong IPO. In this note, we talk...
1.2k Views
Overview #32 – International Money Starts to Flow to Chinese Domestic Markets
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the precious metal space
418 Views
Overview #31 - China Breaks Out and the USD Has Its Moment
A review of recent events/data impacting our investment themes and outlook. We look at the Dollar bear market rally and the domestic Chinese market.
339 Views